The customer is a global listings and capital markets organization that hosts high-visibility events for customers. Their frontline team used two different tools to request rooms and add business context, which led to duplicate submissions, slow confirmations, and no real-time visibility into available slots.
In this case study, you’ll learn how we:
Centralized booking requests from EMS and Monday.com into Salesforce
Built Lightning Web Component calendars for real-time room and slot visibility
Created a booking wizard for admins and EMS users with role-based approvals
Integrated Outlook to send automatic confirmations, changes, and cancellations
Made the calendar mobile-friendly so teams could confirm on the go
The customer is a manufacturing provider of parts and solutions for water, gas, fire, electrical, and HVAC systems. They serve multiple sectors and rely on accurate quotes and fast responses. They had struggled with manual lead and opportunity tracking, slow quote creation, no automation for field updates, and disconnected tools for invoicing, signatures, and meetings.
In this case study, you’ll learn how we:
Implemented Salesforce Sales Cloud to automate lead-to-quote
Used Flows to auto-update fields and keep data current
Customized quote PDFs and aligned the Contract object to the business process
Structured product and variant management on Opportunities
A manufacturing brand wanted to revive inactive leads and understand what each prospect cared about. The team needed segmented nurtures, clear scoring, and reliable tracking for external links, all connected to Sales Cloud for faster follow-ups.
In this case study, you’ll learn how we:
Segmented prospects by interest and buying intent
Built Engagement Studio programs with emails, forms, and landing pages
Set scoring rules to surface high-intent records and suppress low quality
Created custom redirects to track external links and attribute traffic
Synced qualified activity to Sales Cloud for sales-ready context
Centralized Event & Lead Management in Salesforce Sales Cloud
A flexible packaging company needed one place to record events, add attendees, create leads, and see everything on personal and central calendars. The team was switching between sheets and calendars outside Salesforce, which slowed visibility and ROI tracking.
In this case study, you’ll learn how we:
Built a Lightning Web Component to log event name, location, industry, dates, and attendees
Enabled lead creation on the event page and showed a live list of event-sourced leads
Reflected events on participant calendars and a central team calendar with a one-time setup
Enabled reporting for activity, pipeline, and ROI inside Salesforce
The customer is a marketplace that connects sellers of used motorcycles, ATVs, dirt bikes, and side by sides with buyers. They faced slow, manual lead handling. Lead fields did not auto-update when customers submitted vehicle details, and teams sent emails and texts by hand, which delayed responses and introduced errors.
In this case study, you’ll learn how we:
Embedded the remote assistant with Lightning-safe components and approved connectivity
Enabled agents to send SMS invites, open secure session links, and assist directly from the Case
Logged images, recordings, and timestamps to each Case for audit and follow-ups
Delivered one consistent flow for both Sales Cloud and Service Cloud
A mid-sized SaaS provider wanted agents to start and manage live video support from within Salesforce Lightning. The team needed a secure, Lightning-compatible embed, zero context switching, and complete session history on the Case. The goal was faster resolutions, fewer site visits, and a better customer experience.
In this case study, you’ll learn how we:
Embedded the remote assistant with Lightning-safe components and approved connectivity
Enabled agents to send SMS invites, open secure session links, and assist directly from the Case
Logged images, recordings, and timestamps to each Case for audit and follow-ups
Delivered one consistent flow for both Sales Cloud and Service Cloud
The customer is a premier executive events and peer-to-peer marketing firm, faced a critical challenge, data syncing issues between Salesforce Sales Cloud and Pardot that disrupted campaigns and left crucial customer insights incomplete.
In this case study, you’ll learn how we:
Pinpointed the sync errors and reduced inconsistencies by over 95%
Standardized fields across systems to ensure accurate and real-time customer data
Restored smooth Salesforce-Pardot synchronization to support smooth campaign execution
Helped Apex Assembly eliminate manual fixes and accelerate marketing efficiency
